Wealth Management Associates’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,730
| Closed | -$237K | – | 204 |
|
|
2023
Q3 | $237K | Hold |
2,730
| – | – | 0.14% | 158 |
|
|
2023
Q2 | $319K | Sell |
2,730
-235
| -8% | -$27.5K | 0.18% | 123 |
|
|
2023
Q1 | $293K | Hold |
2,965
| – | – | 0.18% | 127 |
|
|
2022
Q4 | $290K | Sell |
2,965
-665
| -18% | -$65.1K | 0.19% | 122 |
|
|
2022
Q3 | $330K | Hold |
3,630
| – | – | 0.23% | 116 |
|
|
2022
Q2 | $343K | Hold |
3,630
| – | – | 0.23% | 111 |
|
|
2022
Q1 | $400K | Hold |
3,630
| – | – | 0.23% | 114 |
|
|
2021
Q4 | $419K | Hold |
3,630
| – | – | 0.23% | 117 |
|
|
2021
Q3 | $446K | Buy |
+3,630
| New | +$446K | 0.26% | 98 |
|